+78.3%
SWK vs AMRZ
-14.3%
+92.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.2% |
| 7D | -2.3% | -5.5% | +3.2% | +1.1% |
| 30D | +30.4% | +15.6% | +14.8% | +20.6% |
| 3M | +12.1% | -12.1% | +24.2% | +20.6% |
| 6M | +49.1% | -19.4% | +68.5% | +66.6% |
| YTD | +60.4% | -21.9% | +82.3% | +80.2% |
| 1Y | +78.3% | -15.0% | +93.3% | +87.0% |
| All | +78.3% | -14.3% | +92.6% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMRZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling